AssemblyAI vs Deepgram

Side-by-side comparison of model-estimated upside.

AssemblyAI

+18%

est. 2Y upside i

AI & MLSeries C

Rank

#1776

Sector

Voice AI / Speech Recognition

Est. Liquidity

~4Y

Data Quality

Data: Medium

AssemblyAI carries an expected equity upside of only ~18% over a 2-year horizon, which is insufficient compensation for the risks embedded in a $290M common equity stake sitting beneath $115M in liquidation preferences (39.7% preference stack — severe).

Last updated: May 5, 2026

Deepgram

-33%

est. 2Y upside i

AI & MLSeries C

Rank

#3074

Sector

Voice AI, Speech Recognition, AI Infrastructure

Est. Liquidity

~4Y

Data Quality

Data: Medium

Based on the analysis, Deepgram's equity offers negative expected upside (-32.6%) over 2 years, driven by high valuation (59.6x 2024 revenue), intense incumbent competition, and likely multiple compression.

Last updated: July 19, 2026

Upside Comparison

Expected Upside

AssemblyAI
+18%
Deepgram
-33%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.